Estate Planning Paralegal
Sechler Law Firm
Do you have years of experience working as an Estate Planning Paralegal and feel ready to take your challenging and rewarding career to the next level? Join our law office and let your past successes guide clients! As a paralegal, you’ll draft estate planning documents like wills, trusts, and powers of attorney. You’ll also have the opportunity to assist clients with funding trusts and retitling assets. You’ll have daily client interaction as you assist our attorneys with legal matters. Contact us today to be considered for this opportunity! Responsibilities Draft estate planning documents like wills and trusts. Draft and review deeds. Maintain a library of financial institution forms. Communicate with clients to keep them apprised of case status. Assist with educational events for our clients. Prepare documents to be recorded with governmental organizations. Serve as a liaison between our firm and financial institutions. Qualifications Experience with Trust Funding is a desired Standard computer skills and proficiency with Microsoft Word and Excel Paralegal certification from an accredited program prefered Minimum 5 years’ experience as a paralegal specialist, case manager, legal assistant, or legal office manager About Sechler Law Firm At Sechler Law Firm, we believe clients work hard for their nest egg, and they should get to keep it. Our mission is to help great families make great plans. The office was founded by Certified Elder Law Attorney Tim Sechler. Part of our philosophy is that estate planning is not a one-time transaction. We value an ongoing relationship with clients, which is why we founded the Red Wagon Club. The Club is a community of retirees who get together several times a month for education and social events. It’s a fast-growing and exciting community. This position’s primary objective is to help grow and retain our membership. #J-18808-Ljbffr Sechler Law Firm
$45k - $55k
...dedicated to providing personalized legal representation focusing on estate planning, and family law . We pride ourselves on a client-first... ...Position Summary We are seeking an experienced and organized Paralegal to join our dynamic legal team. This position will support...SuggestedWork at officeLocal area$185k
...Trusts & Estates Paralegal Location: New York, NY Schedule: Hybrid (2–3 days in-office) Classification: Non-Exempt Compensation... ...bequests Assist with the preparation of estate planning documents such as Wills, Trusts, Powers of Attorney, and Health...SuggestedWork at office- ...A boutique NYC law practice is seeking a part-time Trusts & Estates Paralegal to support probate, estate administration, and estate planning matters. This is a hybrid contract position requiring approximately one day per week onsite in New York City, with hours varying...SuggestedContract workPart timeWork at office1 day per week
- ...We are currently seeking a skilled and compassionate Trusts & Estates Paralegal with a strong focus in estate planning or estate administration to join our team. This role involves working directly with clients and families through the estate planning or probate and trust...SuggestedWork at office
- A boutique NYC law practice is seeking a part-time Trusts & Estates Paralegal to support probate, estate administration, and estate planning matters. This hybrid contract position requires approximately one day per week onsite in New York City, with hours varying based...SuggestedContract workPart time1 day per week
$45k - $55k
STAGG AND ASSOCIATES, PLLC in Houston is in search of a dedicated Paralegal to support our attorneys across various legal practice areas. The ideal candidate will have at least 3 years of experience, with a proficiency in Microsoft Office and Legal Practice Management Software...Work at office- A legal services provider in New York, NY, is seeking an experienced Paralegal to handle a variety of tasks, including preparing tax returns and estate planning documents. The ideal candidate has at least 3 years of paralegal experience, preferably in tax and estate planning...
- Hargrove Firm is seeking an Estate Planning Paralegal to support our virtual estate planning workflow. You will help clients onboard into NetLaw, schedule meetings, and assist with drafting and executing estate planning documents. Strong communication, confidentiality,...
$20 - $24 per hour
...Office Drafting is a fully remote team that serves as the fractional drafting department for hundreds of estate planning firms across the country. That means our paralegals see a breadth and depth of work that's unmatched in this industry. There's nowhere else you can work...Remote jobFull timeFor contractorsWork at officeVisa sponsorship- As a Paralegal, your duties and responsibilities may include the following: Prepares tax... ...all types, including individual income, estate and trust income, gift, estate and GST tax... ...resources Reviews and drafts estate planning and other legal documents Assists with...Work experience placement
- Paralegal- Single Family Office (Investments/Fund Formation/Trusts/Estates) Alevistar Legal Search has been retained by a prominent Single family office in the Philadelphia... ...family support, investments, and estate planning. Key responsibilities include: Corporate and...Work at officeImmediate start
- Sechler Law Firm seeks an experienced Estate Planning Paralegal to draft wills, trusts, and powers of attorney, fund trusts, and retitle assets. You will interact with clients daily as you support our attorneys with estate planning matters. The role requires at least 5...
- ...dedicated to collaborating with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together, we strive to... ...aspect of our work. About the Role The Estate Planning Paralegal plays a vital role in our virtual estate planning process....Full timeFlexible hours
- ...Assistant will support a team of attorneys focused on trusts and estates. Under general supervision, this role provides specialized... ...Organize and maintain electronic and paper client files, estate planning documents, matter records, and related materials. Support trusts...Work at office
$65k - $85k
Legal Assistant - Trusts & Estates (Nassau County, NY) A well-established mid-sized law firm located in Nassau County is seeking a Legal... ...professional with at least two years of experience in estate planning to support a fast-paced and growing T&E practice. Base pay range...Full timeFlexible hours- ...empowering financial advisors to deliver modern, comprehensive estate and tax planning solutions to their clients. By combining cutting-edge... ...Harvey, and Perplexity. About the Role We are seeking a Paralegal to join our team and work directly alongside our Associate...Remote jobFull timeTemporary workFlexible hours
- ...advancement Training & development About the Role: McAdoo Estate Planning LLC is looking for a sharp, organized, and motivated Legal... ..., 10-6 p.m. Prior experience as a legal assistant, paralegal, or personal assistant is a plus Familiarity with estate planning...Work at office
- ...The Trusts and Estates Administrator plays a key role in supporting a Private Client practice, independently managing the administration... ...matters. This position works closely with attorneys, paralegals, accountants, fiduciaries, beneficiaries, and financial institutions...Full timePrivate practiceWork at office
$80k - $100k
...anticipating our clients’ needs and exceeding their expectations. As a **Paralegal**, you will play a key role in supporting FactSet's corporate... ..., and assist with the board and regulatory calendar and planning* Support periodic and current reporting processes (Forms 10-K,...Full timeWork at officeImmediate startRemote workWorldwideFlexible hours$90k - $120k
...Our client, a prestigious Midtown law firm, is seeking an experienced Trusts & Estates Department Paralegal to join their team and assist the attorneys in handling the administration of estates and trusts. The candidate will play a crucial role in providing support for...- ...Paralegal Employment Type: Full-Time, Mid-Level Department: Legal CGS is seeking a dedicated Paralegal to join a fast-paced... ...support and collaborate the management efforts to foster teamwork, planning and decision making; - Contractor shall organize and...Full timeFor contractorsWork at officeFlexible hours
$55k - $65k
...professional with a strong work ethic. Does that describe you? Then please continue. Our family law and estate planning firm in Fairfax, Virginia is looking for an experienced paralegal to assist the attorneys in preparing and organizing various legal documents for upcoming cases...Remote workWork from home$115k - $150k
...financial centers. The Opportunity We are seeking a Senior Paralegal to join our Firm. This position will be based in our Boston,... ...Excellent analytical, troubleshooting, organizational and planning skills Demonstrates effective interpersonal and...Work at officeLocal areaRemote workShift work$80k - $130k
...restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten... ...and individuals. The Real Estate Paralegal supports sophisticated, high-value commercial...Temporary workWork experience placementWork at officeRemote workFlexible hours$75k - $145k
...This position may be filled at either the mid or senior level. Paralegals are responsible for managing all aspects of large-scale and... ...requests. Excellent analytical, troubleshooting, organizational, and planning skills as well as strong attention to detail Impeccable...Work at officeLocal areaRemote workNight shift$85k - $95k
...major financial centers. The Opportunity We are seeking a Paralegal (Litigation) to join our Firm. Within this position, you will... ...Excellent analytical, troubleshooting, organizational and planning skills Demonstrates effective interpersonal and communication...Work at officeLocal areaRemote workVisa sponsorshipWork visaShift work$54.35 - $66.67 per hour
...Trust & Estate Paralegal Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm...Hourly payWork at officeFlexible hours$100k - $150k
...range $100,000.00/yr - $150,000.00/yr CRE Paralegal, AmLaw100 Location: NJ/NY Hybrid... ...diligence matters. Coordinate and manage real estate acquisition, disposition, and financing... ...with the transfer of properties for estate planning and distribution matters. Knowledge of...Full timeWork experience placement$80k - $110k
...Will, Trust & Estate Planning Coordinator Wall Street Alliance Group Salary: $80,000–$110,000 annually, depending on experience... ...administration, or project coordination is helpful. Estate planning or paralegal experience is a plus. Compensation, Benefits & Career...- ...mid-sized law firm in Nassau County seeks a detail-oriented Legal Assistant for its Trusts & Estates department. The ideal candidate will have at least two years of estate planning experience, strong organizational skills, and proficiency in Microsoft Office. Duties...Work at office
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